Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,139 | $160,059-47.4% | $140,019-39.9% | $135,379-37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.31% | 911.44%-914.8pp | 651.15%-654.5pp | 519.79%-523.1pp |
| Employer contribution / active EE | $14,889 | $6,420+131.9% | $5,605+165.6% | $4,779+211.6% |
| Participant deferral / active EE | $12,686 | $7,641+66.0% | $6,927+83.1% | $5,609+126.2% |
| Admin fee / account holder | $3,961 | $13,328-70.3% | $10,705-63.0% | $10,828-63.4% |